Gavin Graham
Member since: Oct '00
Trustee at
Pointbreak ETFs

Latest Top Picks

(A Top Pick Oct 01/18, Down 6%) Likes it as an international play in Latin America where margins are double in Canada. It's well-run. They've made big acqusitions in wealth management which ate into earnings. He still likes it. It pays nearly a 5% dividend.
(A Top Pick Oct 01/18, Up 25%) It's apartments in Toronto, Ottawa and Montreal. They've done an excellent job buying properities and refurbishing them. Margins are way up. They bought some apartments in Montreal recently. Pays only a 2% yield, but they consistently raise it.
(A Top Pick Oct 01/18, Up 9%) 47% of its wind turbines are in France which likes wind power. BLX sold off when Ontario's Ford government announced it would cut back on green power, but BLX is on sale now and pays a 3% yield. This has very long contracts at fixed utility rates.
The managers of Canadian REIT, which merged with this and he highly regards, runs Choice. That's important. They can intensify the Loblaw shopping centres by adding retail and apartments, as in four sites in the GTA. This pays a 5% yield. Loblaw is its main tenant, so it's solid. (Analysts’ price target is $13.68)
The best-managed gold major. Production has been up and beaten forecasts 7 straight years. Two new mines in Nunavut are coming though. If you believe inflation will come back, then gold is a place to be. (Analysts’ price target is $65.43)